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Disciplined Investments’s WesBanco WSBC Stock Holding History

Disciplined Investments’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12
Closed -$307 – 1565
2023
Q2 		$307 Sell
12
-2
-14% -$52 ﹤0.01% 1390
2023
Q1 		$430 Sell
14
-2
-13% -$71 ﹤0.01% 1279
2022
Q4 		$592 Hold
16
– – ﹤0.01% 1126
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1140
2022
Q2 		$1K Buy
16
+2
+14% +$66 ﹤0.01% 1171
2022
Q1 		$0 Buy
+14
New +$504 ﹤0.01% 1652

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's WSBC Position: Q3 2023 in Review

Disciplined Investments sold out of WesBanco (WSBC) in Q3 2023, closing a stake of 12 shares — an estimated $307 sold.

Disciplined Investments first reported a position in WSBC in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 193 funds tracked by Wall St. Rank hold WSBC as of Q3 2023.

  • Disciplined Investments reported no remaining WesBanco position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 WesBanco shares in Q3 2023, an estimated $307.
  • Disciplined Investments first reported a position in WesBanco in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's WesBanco position peaked at $1K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held WesBanco as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.